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&Partners’s Liberty All-Star Equity Fund USA Stock Holding History

&Partners’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$467K Buy
84,080
+6,820
+9% +$40.8K ﹤0.01% 1737
2025
Q4 		$485K Buy
77,260
+54,112
+234% +$337K ﹤0.01% 1626
2025
Q3 		$147K Buy
23,148
+998
+5% +$6.59K ﹤0.01% 2005
2025
Q2 		$151K Hold
22,150
– – ﹤0.01% 1876
2025
Q1 		$145K Buy
22,150
+3,932
+22% +$27.2K ﹤0.01% 1679
2024
Q4 		$128K Hold
18,218
– – ﹤0.01% 1587
2024
Q3 		$129K Buy
+18,218
New +$125K ﹤0.01% 1354

Other funds holding USA

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return